Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$450K Hold
2023
Q3
$383K Hold
2023
Q2
$380K Hold
2023
Q1
$368K Hold
2022
Q4
$315K Hold
2022
Q3
$276K Hold
2022
Q2
$306K Hold
2022
Q1
$353K Buy